Customer Management In The Relationship Era Report

In the Relationship Era, customer relationships (and the way we manage them) have fundamentally changed. What was once a  one-­time transaction between a business and a single buyer has evolved into long-­term and mutually rewarding partnerships between teams and their customers.

In May 2018, we surveyed 1,059 business professionals to discover how they work together to build lasting customer relationships. Download our new research report, The State of Customer Management in the Relationship Era, to discover what we found.

WHAT'S INSIDE:

  • Top objectives businesses are prioritizing in 2019
  • Top teams involved in building customer relationships
  • Top customer communication and collaboration channels
  • Top challenges with customer relationship management
  • Top integrations for maximizing team productivity
  • And so much more!

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ROI Survey ­Impact of CRM in the Relationship Era Infographic

In the Relationship Era, CRM is now impacting businesses and teams like never before. Yes, that means even marketing & customer success teams are using CRM now. We surveyed our customers to discover how they are leveraging their CRM to work together and build lasting customer relationships. We crunched the numbers and broke down the diverse ways in which CRM's are improving collaboration, productivity and much more.

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ROI Survey ­ Impact of CRM in the Relationship Era ebook

In the Relationship Era, CRM is impacting businesses and teams like never before. (Yes, even Marketing and Customer Success teams are using CRM now.). We surveyed our customers and crunched some numbers to find out how they're using CRM to collaborate CRM to collaborate and build lasting customer relationships.

Find out:

  • The 4 perks of CRM that only some teams know about
  • One of the biggest time-­wasters for Sales teams
  • The differences between teams that use CRMs and teams that don't
  • And more...

Don't get left behind in  mediocre CRM-­land. Download the ebook for free.

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Become a high-growth manufacturer

High-growth companies are powered by people who understand what it takes to get set for growth—individuals with the vision and drive to take their business to the next level. We call these people the Grow Getters.

Grow Getters know what growth looks like for their business and how to achieve it. They invest where it counts and have an integrated enterprise resource planning (ERP) system that gives them the essential visibility and agility needed to act for growth.

Discover the 10 characteristics that set the Grow Getters apart from their competitors…

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Cloud ERP for Job Shops and Manufacturers

In the face of growing competition and a challenging business climate, many job shops and manufacturers are looking for ways to reduce costs, streamline operations, and improve the bottom line. Implementing enterprise resource planning (ERP) software is a proven solution for running a business efficiently and effectively. Yet, a large percentage of manufacturers have held back from implementing an ERP system due to high initial costs, long implementation times, and competing demands for time and resources.

This paper describes how the Software as a Service (SaaS) model (more commonly known as ‘the cloud’) delivers financial, implementation, and operational benefits to job shops and manufacturers. It also details cloud deployed Epicor ERP meets the needs of job shops and manufacturers. Job shops and manufacturers can leverage Epicor ERP—and cloud technology to ‘punch above their weight’—increasing effectiveness.

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A Manufacturer’s Guide to Growing Profitably

This eBook and research identify five key factors that growing manufacturers believe contributed to their business growth last year, and five risks that manufacturers believe may prevent or weaken growth in the following year.

Even if you do your best to try to plan for future growth, there will be surprises along the way . This eBook highlights the importance of being able to plan accurately for growth, and suggests areas of your business that you can critique to assess your ability to effectively plan for growth . It also identifies the risk factors and consequences that manufacturers who don’t plan for growth leave themselves open to .

The eBook concludes that, whether addressing risk factors or embracing growth factors, it’s their IT systems that will make or break manufacturers’ growth ambitions . With the right IT in place, they’ll be able to make better and faster decisions, helping them provide better and faster service to customers even as they grow, increasing their agility and their profitability .

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How to Perfect Your Sales Process

Designing a sales process before you reach out to your prospects will help you win more sales with less effort. The best sales process will make it easier for leads to make their final buying decision. Plus, the process will suit most of your customers and be scalable as your organization grows.

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Why Leadmaster?

Discover how to get back to work faster, with LeadMaster’s effective and highly efficient CRM platform, designed to help you capture, track, and nurture leads, all to increase sales-conversion and client retention. LeadMaster’s highly customizable features were created with you in mind. Check out this video and learn more about what LeadMaster has to offer!
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How to choose the right CRM (Bonus Сhecklist Included)

These days a CRM isn’t just a luxury — it forms the cornerstone of your entire workflow, helping (or hindering) the effectiveness of your sales process.

That’s why choosing the right customer relationship management solution can feel like a huge undertaking. You’ve got to think about whether the functionality fits the way you work, how to get your team on board and if it’s a worthwhile investment of time and money. Pair that with the fact that there are literally hundreds of CRMs to choose from, and shopping for a CRM can be downright overwhelming.

But don’t put it off. The sooner you find a CRM, the sooner you can start enjoying the perks of a more systematized and transparent sales process. If you follow the tips below, you’ll find that searching for the right CRM can not only be painless, but even enjoyable.

Get Whitepaper

A Manufacturer’s Guide to Growing Profitably

This eBook and research identify five key factors that growing manufacturers believe contributed to their business growth last year, and five risks that manufacturers believe may prevent or weaken growth in the following year.

Even if you do your best to try to plan for future growth, there will be surprises along the way . This eBook highlights the importance of being able to plan accurately for growth, and suggests areas of your business that you can critique to assess your ability to effectively plan for growth . It also identifies the risk factors and consequences that manufacturers who don’t plan for growth leave themselves open to .

The eBook concludes that, whether addressing risk factors or embracing growth factors, it’s their IT systems that will make or break manufacturers’ growth ambitions . With the right IT in place, they’ll be able to make better and faster decisions, helping them provide better and faster service to customers even as they grow, increasing their agility and their profitability .

View Now

Cloud ERP for Job Shops and Manufacturers

In the face of growing competition and a challenging business climate, many job shops and manufacturers are looking for ways to reduce costs, streamline operations, and improve the bottom line. Implementing enterprise resource planning (ERP) software is a proven solution for running a business efficiently and effectively. Yet, a large percentage of manufacturers have held back from implementing an ERP system due to high initial costs, long implementation times, and competing demands for time and resources.

This paper describes how the Software as a Service (SaaS) model (more commonly known as ‘the cloud’) delivers financial, implementation, and operational benefits to job shops and manufacturers. It also details cloud deployed Epicor ERP meets the needs of job shops and manufacturers. Job shops and manufacturers can leverage Epicor ERP—and cloud technology to ‘punch above their weight’—increasing effectiveness.

Get Whitepaper

Become a high-growth manufacturer

High-growth companies are powered by people who understand what it takes to get set for growth—individuals with the vision and drive to take their business to the next level. We call these people the Grow Getters.

Grow Getters know what growth looks like for their business and how to achieve it. They invest where it counts and have an integrated enterprise resource planning (ERP) system that gives them the essential visibility and agility needed to act for growth.

Discover the 10 characteristics that set the Grow Getters apart from their competitors…

Get Whitepaper

6 Ways Your CRM Is Failing You

The modern customer expects a lot — a response within the hour, a personalized buying journey and an account manager who anticipates their wants and needs. It’s no wonder that the demand for customer relationship management tools is growing every year. It gives businesses that competitive edge of getting in there first and really wowing your leads while they’re hot. Nevertheless, a lot of CRMs don’t deliver the dazzling ROI you’re expecting and working with them becomes tedious.

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CRM First: Laying the Groundwork for Outcome Focused AI

Most sales & service organization find themselves with a hodge-podge of different systems, applications and procedures. Every sale, every deal, becomes way too complicated, creating unnecessary delays and errors. They wish they could start all over with a clean sheet of paper and do it right the next time.

Well, welcome to the world of true omnichannel engagement, powered by CaféX and Microsoft Dynamics 365 with Live Assist.

Read Sheila McGee-Smith’s whitepaper on how the leaders in CRM & customer engagement combined forces to make it happen for District M

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Omni-Channel Customer Care: How to Deliver Context-Driven Experiences

Aberdeen research shows that technology tools are among the top factors influencing agents’ ability to meet and exceed customer expectations. Of the tools agents use, agent desktop is arguably the most important one. This report highlights the business value companies observe by optimizing the agent desktop. It’ll also illustrate the key activities and technologies contact centers use to empower agents and help them succeed in creating happy customers.

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